Wills and Succession Cases

WILLS AND SUCCESSION CASES
Prof. Myra Angeli A. Gallardo-Batungbakal

Inheritance
• Nacar vs. Nistal, L-3306, December 8, 1982

• Anderson v. Perkins, L-15388, January 31, 1961
Rights to the succession are transmitted from the moment of death
• Maria Vda. De Reyes, et. al. vs. CA, G.R. 92436, July 26, 1992
• Danilo I. Suarez, et. al. v. CA, et. al., G.R. No, 94918, September 2, 1992
Intestate
• Nelia A. Constantino v. CA, et.al., G.R. No. 116018, November 13, 1996, 76
SCAD 47
Heirs
• Heirs of Yaptinchay vs. Court of Appeals
• Valente Raymundo v. Teofisto Isagon Vda. De Suarez, et.al., G.R. No. 149017,
November 28,2008
• Development Bank of the Philippines vs. Ella Garagani, Isagani, Adrian,

Natahniel, Nieva, Jonathan, Dionesio, Florence and Jeremias, all surnamed
Asok, G.R. No. 172248, September 17, 2008
Requisites of a formal will
• Paz Samaniego-Celada v. Lucia D. Abena, G.R. No. 14545, June 30, 2008
• Manuel L. Lee vs. Atty. Regino B. Tambago, AC No. 5281, February 12, 2008
• Danilo Aluad, Leonora Aluad, Divina Aluad, Prospero Aluad, and Connie Aluad
v. Zenaido Aluad, G.R. No. October 17, 2008
1
Testamentary Capacity
• Estate of the Deceased Victorina Villaranda, Eusebia Lim, petitioner-appellant vs.

Juliana Chinco, oppositor-appellee, G. R. No. L-33592, March 31, 1931;
• Agustin Barrera, et al. vs. Jose Tanjoco, et al., G.R. No. L-5263, February 17, 1954;
• The Heirs of the Late Matilde Montinola-Sanson v. CA and Eduardo Hernandez, G.R.
No. 76648;
Holographic Will
• Spouse Roberto and Thelma Ajero v CA and Clemente Sand, G.R. No 106720, Sept. 15,
1994
Intrinsic and Extrinsic Validity
• Testate Estate of Edward Christensen Aznar v Christensen Garcia, L- 6759, January

31, 1963;
• Bellis v.Bellis, L-23678, June 6, 1967;
• Lources Dorotheo v. CA, Nilda Quintana, et al., G.R. No. 108581, December 8, 1999
Notarial Will
• Felix Azuela v. CA, Geralda Aida Castillo, substituted by Ernesto Castillo, G.R. No.
12280, April 12, 2006;
Blind Testator
• In the Matter of the Probate of the Last Will and Testament of the Deceased Brigido
Alvarado, Cesar Alvarado, petitioner, v. Hon. Ramon G. Gaviola, Jr., et al., G.R.No.
74695, September 14, 1993;
Heirs
• Salud Teodo Vda. De Perez v. Hon. Zotico A. Tolete, in his capacity as Presiding
Judge Br. 18, RTC, Bulacan, G.R. No. 76714, June 2, 1994.
•
2
EXTRINSIC VALIDITY
• Garcia v. La Cuesta, et al., L-4067, November 29, 1961

• Yap Tua v. Yap Ka Kuan, 27 Phil. 579 (1914) [signature; signature: first
name]
• Abangan v. Abangan, 40 Phil. 476 (1919)
• Lopez v. Liboro, 81 Phil. 429 (1948) [signing with a thumbmark;
substantial compliance]
• Garcia v. Lacuesta v. 90 Phil. 489 (1951) [signing with a cross]
• Taboada v.Rosal, G.R. No. L-36033, November 5, 1982 [attestation clause]
• Nera v. Rimando, 18 Phil. 450 (1911) [“in the presence”]
SUBSTANTIVE OR INTRINSIC VALIDITY
• Llorente v. CA, G.R. No. 124371, November 23, 2000 [wife had an illicit
relationship with her husband’s brother while husband was in the US]
• Bellis v. Bellis,20 SCRA 358
• Cayetano v. Leonidas, 129 SCRA 522
JOINT WILLS
• Alsua-Betts v. CA, G.R. No.L-4643031, July 30,1979
WITNESSES TO WILLS
• Gonzales v. CA, No. L-37453, May 25, 1979
REVOCATION OF WILLS AND TESTAMENTARY DISPOSITIONS
• Testate Estate of Adriana Maloto v. CA, G.R. No. 76464, February

29,1988 (on the Doctrine of Dependent Relative Revocation)
• Gan v. Yap, G.R. L-12190, August 30, 1958
• Rodelas v. Aranza, G.R. No. L-58509, December 7, 1982
• Gago v. Mamuyac, 49 Phil 902 (1927)
3
ALLOWANCE AND DISALLOWANCE OF WILLS
• Lopez v. Gonzaga, et al., L-18788, January 31, 1964 [need for a probate]
• Caniza v. Court of Appeals, G.R. No. 110427, February 24, 1997 [effect of
no probate – right is inchoate unless the will is probated]
• Sps. Pascual v. CA, G.R. No. 115925, August 15, 2003 [effect of no
probate]
• Pastor v. Court of Appeals, G.R. No. 56340, June 24, 1983 [validity of a
will]
• Re- Testate of Suntay, L-3080, November 5, 1964 [no opposition to
probate of the lost or destroyed will]
• Ngo The Hua v. Chung Kiat Kung, L-17091, Sept. 30, 1963 [intervention]
• Heirs of Lasam v. Umengan¸G.R. No. 168156, December 6, 2006
[testator’s capacity]
• Seangio v. Reyes, G.R. Nos. 1403371-72, November 27, 2006 [probate
and right of disposition]
• Guevara v. Guevara, 74 Phil. 479 [no prescription]
• Maloles II. V. Phillips, G.R. Nos. 129-505 & 133359, January 31, 2000
[probate during lifetime of the testator]
GROUNDS FOR DISALLOWANCE OF WILLS
• Sps. Ajero v. CA, G.R. No. 106720, September 15, 1994 [grounds
exclusive]
INSTITUTION OF HEIR
• Austria v. Reyes, G.R. No. L-23079, February 27, 1970 [invalidation of

institution based on false cause; requisites]
• JLT Agro, Inc. v. Balansang, G.R. No. 141882, March 11, 2005
[preterition]
• Nuguid v. Nuguid, G.R. No. L-23445, June 23, 1966 [preterition v.
disinheritance]
4
SUBSTITUTION OF HEIRS
• Perez v. Garchitorena, 54 Phil. 431 (1930) [fiduciary]

• Philippine Commercial and Industrial Bank v. Escolin, G.R. Nos. L-27860
& L-27896 [no fideicommissary substitution]
CONDITIONS, MODES, AND TERMS
• Miciano v. Brimo, 50 Phil. 867 (1924) [void condition]

• Rabadilla v. CA, G.R. No. 113725, June 29, 2000 [condition; effect; mod]

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WILLS AND SUCCESSION CASES

Prof. Myra Angeli A. Gallardo-Batungbakal

• Nacar vs. Nistal, L-3306, December 8, 1982

Rights to the succession are transmitted from the moment of death

• Heirs of Yaptinchay vs. Court of Appeals

• Development Bank of the Philippines vs. Ella Garagani, Isagani, Adrian,

Requisites of a formal will

• Estate of the Deceased Victorina Villaranda, Eusebia Lim, petitioner-appellant vs.

Intrinsic and Extrinsic Validity

• Testate Estate of Edward Christensen Aznar v Christensen Garcia, L- 6759, January

• Bellis v.Bellis, L-23678, June 6, 1967;

• Garcia v. La Cuesta, et al., L-4067, November 29, 1961

SUBSTANTIVE OR INTRINSIC VALIDITY

• Alsua-Betts v. CA, G.R. No.L-4643031, July 30,1979

• Gonzales v. CA, No. L-37453, May 25, 1979

REVOCATION OF WILLS AND TESTAMENTARY DISPOSITIONS

• Testate Estate of Adriana Maloto v. CA, G.R. No. 76464, February

GROUNDS FOR DISALLOWANCE OF WILLS

• Austria v. Reyes, G.R. No. L-23079, February 27, 1970 [invalidation of

• Perez v. Garchitorena, 54 Phil. 431 (1930) [fiduciary]

CONDITIONS, MODES, AND TERMS

• Miciano v. Brimo, 50 Phil. 867 (1924) [void condition]

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